Agent Guide for Showcase IDX ⋆ Blackwell Realty and Auction

The following are SCREENSHOTS from your Showcase IDX admin panel.

LOGIN HERE, but also please read the info below.

LEADS

Displays what have been assigned that were generated on the website, and any you’ve created. Can be exported to CSV in this section.

MESSAGES

Communications with your clients.

SEARCH LIBRARY

To create search criteria that you can then attach/send to a lead

Enter a logical name so later you know what each saved search is.
Experiment initially with “Streamlined Search Form” or the “Advanced Search Form”. Once you’ve selected one or the other, DO NOT SWITCH THIS LATER….it may not work as intended as per Showcase docs.
If you select Advanced, you’ll see a small text link above the map to “Advanced Search” where you’ll find all the minute details you can select for this search. Explore all within to know what is available to you.
Search Filters – Here you’ll enter a city, zip, or otherwise a location. You must then click the resulting TOP MATCH that you like for it to accept the search criteria. If you enter a city and it does not appear, or instead you see a list of sub-divisions with that name, try entering a ZIP code instead and choose that ZIP code.
The MAP can be adjusted, optionally, to suit your search. You can zoom in/out or “DRAW” a line around a specific area.
Sort By – Default is Newest listings, but you have more options in a dropdown.
Agent/Office Filtering – If you select nothing here, then ALL listings within the attached MLS boards matching the search criteria will be shown. OR, select your own Agent ID, (sorry, they are only displayed by ID), and only your own listings matching the search criteria will be shown. Multiple can be selected here. *Do not select by Office ID….to much to describe why, just don’t do this, it won’t work right now.
Save Search at the bottom when done.

RECOMMENDATIONS / SEARCHES

Select a Lead, or create a new one.
Select a Search you you just created above.
Choose Email Frequency to this lead.
Don’t flood someone, as these emails will only get flagged as spam, which we don’t want.

RECOMMENDATIONS / LISTINGS

Select a Lead, or create a new one.
Add MLS Number(s). When adding multiple listings, separate each MLS number with a space.
Send